Research Briefing
Oxford Economics has introduced its new Tech Spend Monitor that provides forecasts of US spending on enterprise technology by industry.
Research Briefing
Oxford Economics has introduced its new Tech Spend Monitor that provides forecasts of US spending on enterprise technology by industry.
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
Supply chain stress eased further in March and we expect conditions to continue improving through the rest of 2023.
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
Toronto and Montreal drove a strong uplift in Canadian employment in Q1. However, small losses are expected through the rest...
Research Briefing
Once pent-up demand from post-lockdown fades, we think that Asian economies will settle at lower GDP growth and higher inflation than our pre-pandemic forecasts. This means nominal interest rates are also likely to stay high in 2023-2024.
The Global Climate Service quantifies the macroeconomic impacts of five climate scenarios against a stated policies baseline. These scenarios help...
Research Briefing
The Czech National Bank again kept the policy rate unchanged at 7% for a sixth consecutive time at the meeting today. This was...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
We expect global inflation to return to pre-crisis levels faster than it took to reach its peak. While any number...
Research Briefing
Cost and availability of financing are critical to the health of construction markets. With interest rates at historically low levels...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
The failures of Silvergate Capital and Silicon Valley Bank have not changed our baseline forecasts for GDP growth, inflation, or...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
Research Briefing
Japan's structural labour shortage has deepened. While it may not result in a wage-inflation spiral now, labour scarcity will put...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...